Business Consulting

Overview of my services…

Businesses tend to develop in stages as they grow.  Each stage requires changes within the businesses structure regarding roles, authority & control, systems, and processes to maintain coordination and movement in the right direction.  Navigating these changes creates risk and uncertainty for the organization and can be stressful for the owner and leadership team.

I understand the demands of entrepreneurial companies.  With successful leadership experience of organizational growth from start-up through exit, I will enable you to profit from positive strategies, techniques, and methods while avoiding potential pitfalls learned through hard knocks.

The cornerstone of my practice involves implementing the Entrepreneurial Operating System®.  EOS® combines timeless business principles with a set of simple, practical, real-world tools to help entrepreneurs get what they want from their businesses.

Why EOS®…

Thousands of entrepreneurial companies around the world are running on The Entrepreneurial Operating System®. Their owners and leaders are getting more of what they want from the business, and you can too. What is it about EOS® that makes it work so well in a small, growing business?

  • Built for Busy Entrepreneurs. EOS® is made up of simple concepts and practical tools that can be easily applied in a fast-paced small business. There’s no theory, no management fads – just basic, useful tools that help people get more of the right stuff done every week.
  • Holistic Model and Approach. EOS® doesn’t treat symptoms – it helps you cure the “whole body” by strengthening the Six Key Components™ of your business – Vision, People, Data, Issues, Process, and Traction.
  • Designed to Solve Issues Once and For All. By helping you and your team focus on the “root cause” of your issues – EOS® takes you below the surface to produce real, permanent change.
  • Brings Focus, Discipline and Accountability. EOS® is a simple framework for defining what’s important, who owns it, and exactly what success looks like. With every member of your team accountable for a handful of goals and numbers, you’ll get consistently better results.

Professional EOS Implementer®

EOS® works in any entrepreneurial company – across all industries and business models. If you’ve got people in your business, EOS® can help you clarify, simplify and achieve your vision.

Download the Free EOS® eBook Decide!

In detail…

What Is EOS®?

EOS provides a complete, proven system with simple, practical tools to help your team clarify their Vision, get more Traction, and become Healthy.

The EOS Process®

Our proven process has guaranteed results… and has been perfected in more than 33,000 full day sessions with 5000 (and growing) companies.

The EOS Toolbox®

The toolbox contains twenty simple and effective tools that allow leaders to get more done with less effort. Implementing all twenty tools will take you and your business to the next level.

The EOS Model® provides a visual illustration of the Six Key Components™ of any business that must be managed and strengthened to be a great business. This model applies to big and small businesses alike, in any industry.

The Six Key Components of Any Business

Vision. Strengthening this component means getting everyone in the organization 100 percent on the same page with where you’re going and how you’re going to get there.
People. Simply put, we can’t do it without great people.  This means surrounding yourself with great people, top to bottom, because you can’t achieve a great vision without a great team.
Data. This means cutting through all the feelings, personalities, opinions and egos and boiling your organization down to a handful of objective numbers that give you an absolute pulse on where things are.

With the Vision, People, and Data Components strong, you start to create a lucid, transparent, open and honest organization where everything becomes more visible and you start to “smoke out all the issues,” which leads to…

Issues. Strengthening this component means becoming great at solving problems throughout the organization – setting them up, knocking them down and making them go away forever.

Process. This is the secret ingredient in your organization. This means “systemizing” your business by identifying and documenting the core processes that define the way to run your business. You’ll need to get everyone on the same page with what the essential procedural steps are, and then get everyone to follow them to create consistency and scalability in your organization.

Traction®. This means bringing discipline and accountability into the organization – becoming great at execution – taking the vision down to the ground and making it real.

The EOS Process® provides a proven way to put all the pieces together, incorporating each of the EOS® Tools in the right order to best strengthen each key component of your business.

Getting Started

The 90 Minute Meeting. Led by a Certified or Professional Implementer, the 90 Minute Meeting introduces your leadership team to EOS®, getting everyone on the same page to decide if you want to use the system and tools to strengthen your company.

Getting Focused and Clarifying Vision

The Focus Day™. A day to give your leadership team tools to clarify who’s responsible for what, set priorities, improve communication, resolve issues and track critical numbers.
Your leadership team then uses their new tools for the next 30 days to experience real improvement.

Vision Building™ Day 1.
Another day with your leadership team that starts by reviewing and sharpening the Focus Day tools. You will then begin to use the Vision/Traction Organizer™ (V/TO) tool to clarify your vision, starting with who you are, why you exist, what you do and where you are going. You will also get a great tool for reviewing your people.

Your team again uses the tools for the next 30 days to experience more improvement. This is a spaced-learning approach which has proven to be most effective for quickly gaining proficiency with the tools.

Vision Building Day 2.  Another day with the leadership team to master the Focus Day tools and continue using the V/TO™ tool to complete your vision, clarify your Marketing Strategy, 3-Year Picture™, 1-Year Plan and priorities for the next 90 days.

With your leaders now focused and all on the same page, you’ll use the tools for the next 90 days to execute your plan and experience more improvement.

Achieving Traction

Quarterly Sessions. A day with your leadership team every 90 days to evaluate their performance, refocus, set priorities for the next 90 days and resolve any issues that might impede progress.

Your team experiences measurable growth and improvement every 90 days – Traction®.

Annual Sessions. Two days with your leadership team each year to work on team health and update the vision and plan for the next year and next quarter.

The Result

A healthy, focused leadership team and organization that makes continual progress towards achieving everything in their vision.

Leadership teams in entrepreneurial companies need to manage efficiently and effectively. There’s no time to waste managing egos or dealing with office politics.

The EOS Toolbox is a complete set of tools addressing and strengthening all Six Key Components™ of any business. These management tools for business leaders are designed to be easy to learn and use, because complexity reduces effectiveness.

Every tool in the EOS Toolbox™ has been proven time and time again in the real world – the tools work!

Other Consulting Services

Management Consulting

Vx Strategy extends the strength of your management team, offering both classical and creative approaches to your business issues.

In detail…

Starting any business is a challenge requiring an entrepreneur to wear many hats within the young company.

Often the innate skills of the business owner are typically sales and technical knowledge.

These skills are critical to surviving through the early days need to be supplemented with more structured management depth as the business develops.

  • A business may have a management gap in terms of skill set, inexperience of a discipline, or because of an unplanned vacancy of a key position.  Vx Strategy can step in on an interim basis and cover urgent responsibilities in sales management, operations, or finance for your business.
  • We will clarify and document the role for you and support the recruiting, hiring, and training process for your permanent team member.
  • Owner support to establish personal and professional goals while identifying and resolving issues within a confidential third-party relationship.
  • Management and key leader development through a mentorship and advisory relationship within which to express concerns, consider appropriate solutions, and support career progression.
  • There is always room for efficiency improvement.  Sometimes the simple task of asking “Why?” can lead to re-thinking processes that made sense at one point but have not kept pace as the business grew to address new markets, products, or services.
  • Vx Strategy is experienced at process mapping keeping simplicity in mind while developing efficient workflow procedures.
  • We have scoped and implemented systems to streamline operations, while providing valuable metrics from which to make decisions.
  • We remain conscious of the cost ramifications for implementing information management solutions, including the hidden cost of distraction from your core business.   We understand the necessity to get it right.

Business Planning

Transforming your vision and business strategy into reality demands a thoughtful plan and the right support.

In detail…

Of course, truly understanding your target market, the buying reasons, pricing mechanics, delivery policies, and the myriad other considerations can be daunting to outline, evaluate, and ultimately implement.  And a company’s strategy is rarely static.  The shifting nature of customer needs and tastes and the ever-changing landscape of competitors, partners, and trade relationships dictates that your strategy must be dynamic while also remaining true to your business objectives.

The unique characteristics that set your business apart from others can include your service offering, delivery process, management depth, skill level, or geography.

It could also be your company’s mission, shared values, and culture.  Once you figure out what make your company stand out, the key is to exploit these differences in the marketplace with your messaging, as well as your product and service offering.

Vx Strategy’s unique methodology will guide your team through the characteristics that define your strategy.

  • Developing a model for growth will identify scaling factors of the business while creating a basis for financial budgets and realistic execution plans.
  • Projections can be derived for the entire business or an individual department and used to support financing efforts as well as for staffing and capital expense planning.
  • Finance strategy is essentially a roadmap for a company to reach its objectives in terms of investment and the sourcing and usage of capital in the process of value creation.
  • We can help identify and mature options to support the liquidity needs of the business including capital formation including relationships with equity and debt sources.
  • Marketing positions your company’s products and services effectively in the marketplace, while sales identifies and closes prospects.  Each is a unique function working in conjunction to execute your business strategy.
  • We can provide structure and advice to this process while working with resources as needed to execute objectives for the business.
  • Businesses are built for many reasons, including providing a desirable lifestyle for the owner.  Eventually all owners are ready to transfer their business to new leadership while they begin the next chapter of their life.
  • We can assist in planning for this in advance which will yield greater outcomes for the business and all involved, including engaging with the right legal and tax professionals when the time is right.

I bring decades of experience and a commitment to serve my clients as they build a thriving business.

Please contact me to learn more about my consulting services and how I may help you take your business to the next level.